SWP INVESTMENT MANAGEMENT LLC
CRD #331314 SEC #801-130403 INDEPENDENCE, OH 216-800-9000
SEC Registered
Total AUM
$84.1M
Discretionary
$84.1M
Employees
6
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $84.1M | $84.1M | $0 | 6 | 0 |
| Jan 2025 | $84.1M | $84.1M | $0 | 6 | 0 |
| Oct 2024 | $80.7M | $80.7M | $0 | 6 | 0 |
| Sep 2024 | $0 | $0 | $0 | 6 | 0 |
| Sep 2024 | $0 | $0 | $0 | 6 | 0 |
| Aug 2024 | $0 | $0 | $0 | 6 | 0 |
| May 2024 | $0 | $0 | $0 | 6 | 0 |
| May 2024 | $0 | $0 | $0 | 6 | 0 |
DateDec 2025
Total AUM$84.1M
Discretionary$84.1M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$84.1M
Discretionary$84.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$80.7M
Discretionary$80.7M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0